Latest Institutional Transactions on Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information on the latest institutional transactions involving Wisdomtree Yield Enhanced U.S. (AGGY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.2KNew |
$314K - $345K
|
7.2K
$314K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.18KClosed |
$182K - $200K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.57KClosed |
$374K - $410K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.7KClosed |
$205K - $225K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-5.32KClosed |
$232K - $255K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.26KNew |
$54.7K - $60.1K
|
1.26K
$54.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.65K+ 39.97% |
$203K - $223K
|
16.3K
$710K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-4.5K- 98.38% |
$196K - $216K
|
74
$3.23K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-180KClosed |
$7.87M - $8.64M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.96KClosed |
$260K - $286K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
38New |
$1.66K - $1.82K
|
38
$1.66K
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-78.4K- 92.14% |
$3.42M - $3.76M
|
6.69K
$292K
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.37KClosed |
$234K - $257K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
68New |
$2.96K - $3.26K
|
68
$2.96K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.68KNew |
$291K - $320K
|
6.68K
$291K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.36KClosed |
$234K - $257K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
230New |
$10K - $11K
|
230
$10K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-156K- 97.2% |
$6.78M - $7.45M
|
4.48K
$195K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-872- 42.85% |
$38K - $41.8K
|
1.16K
$50.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$452K - $497K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-718Closed |
$31.3K - $34.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-125Closed |
$5.45K - $5.99K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
78New |
$3.4K - $3.74K
|
78
$3.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-14.2K- 75.11% |
$619K - $680K
|
4.71K
$205K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-66Closed |
$2.88K - $3.16K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.85KClosed |
$255K - $280K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.76KNew |
$225K - $244K
|
4.76K
$207K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.18KClosed |
$198K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.67KClosed |
$127K - $137K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-65- 54.17% |
$3.08K - $3.34K
|
55
$2.4K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
300New |
$14.2K - $15.4K
|
300
$13.1K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15Closed |
$711 - $770
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-4.45KClosed |
$211K - $229K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-720Closed |
$34.1K - $37K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.1KClosed |
$528K - $572K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.05KClosed |
$192K - $208K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.8KClosed |
$227K - $246K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-72Closed |
$3.41K - $3.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.09KClosed |
$51.5K - $55.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.05KClosed |
$192K - $208K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-50.5KClosed |
$2.39M - $2.59M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-265Closed |
$12.6K - $13.6K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.15KClosed |
$197K - $213K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30.5KClosed |
$1.44M - $1.56M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.34K- 97.02% |
$63.3K - $68.6K
|
41
$1.79K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-40- 17.47% |
$1.9K - $2.05K
|
189
$8.24K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11.6KClosed |
$550K - $596K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-139Closed |
$6.59K - $7.13K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.98KClosed |
$205K - $209K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$1.49K - $1.52K
|
0
$0
|
|